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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,637 | $85,766+6.8% | $136,298-32.8% | $70,126+30.7% |
| Participation rate | 95.2% | 74.2%+21.0pp | 81.9%+13.2pp | 69.5%+25.6pp |
| Annual return | 17.40% | 31.46%-14.1pp | 5156.27%-5138.9pp | 73.15%-55.7pp |
| Employer contribution / active EE | $964 | $2,966-67.5% | $4,696-79.5% | $2,343-58.9% |
| Participant deferral / active EE | $9,959 | $5,051+97.1% | $6,247+59.4% | $3,332+198.9% |
| Admin fee / account holder | $747 | $5,421-86.2% | $9,244-91.9% | $4,645-83.9% |